Avestar Capital’s First Trust Municipal High Income ETF FMHI Stock Holding History

Avestar Capital’s Portfolio FMHI Stock Details FMHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,944	Closed	-$224K	–	321
2022 Q3	$224K	Sell	4,944 -15,475	-76%	-$743K	0.06%	235
2022 Q2	$970K	Sell	20,419 -22,937	-53%	-$1.12M	0.24%	69
2022 Q1	$2.22M	Sell	43,356 -10,738	-20%	-$578K	0.35%	50
2021 Q4	$3.04M	Buy	54,094 +1,772	+3%	+$99K	0.37%	60
2021 Q3	$2.92M	Buy	52,322 +3,736	+8%	+$211K	0.37%	60
2021 Q2	$2.73M	Buy	+48,586	New	+$2.7M	0.37%	71

Other funds holding FMHI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Avestar Capital's FMHI Position: Q4 2022 in Review

Avestar Capital sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2022, closing a stake of 4,944 shares — an estimated $224K sold.

Avestar Capital first reported a position in FMHI in Q2 2021 and held it in 6 quarters. The position peaked at $3.04M in Q4 2021. 105 funds tracked by Wall St. Rank hold FMHI as of Q4 2022.

Avestar Capital reported no remaining First Trust Municipal High Income ETF position as of Q4 2022 after selling out during the quarter.
Avestar Capital sold 4,944 First Trust Municipal High Income ETF shares in Q4 2022, an estimated $224K.
Avestar Capital first reported a position in First Trust Municipal High Income ETF in Q2 2021 and held it in 6 quarters.
Avestar Capital's First Trust Municipal High Income ETF position peaked at $3.04M in Q4 2021.
105 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2022.

Based on Avestar Capital's 13F filing for Q4 2022, filed 20 Jan 2023.